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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$176K +$24.7K +1,176 +16%
SC
402
Solstein Capital
California
$163K
PAG
403
Paladin Advisory Group
Iowa
$163K +$1.87K +89 +1%
Simplex Trading
404
Simplex Trading
Illinois
$161K -$1.4M -66,833 -90%
SPIA
405
Steward Partners Investment Advisory
New York
$154K -$652 -31 -0.4%
IAIM
406
International Assets Investment Management
Florida
$148K +$135M +6,445,422 +150,068%
HI
407
Harbour Investments
Wisconsin
$146K +$31K +1,473 +27%
CCMI
408
Creative Capital Management Investments
California
$143K
LFASL
409
Lugano Financial Advisors SA (LFA)
Switzerland
$127K
C
410
Cliffwater
California
$124K
BSB
411
Bangor Savings Bank
Maine
$113K +$2.33K +111 +2%
HT
412
Headlands Technologies
Illinois
$107K +$95.3K +4,533 +809%
FWA
413
FSC Wealth Advisors
New York
$103K +$14.8K +702 +17%
PFBT
414
Parkside Financial Bank & Trust
Missouri
$100K
ATS
415
Ashton Thomas Securities
New York
$99.7K +$99.7K +4,743 New
PTC
416
Private Trust Company
Ohio
$98.8K
IA
417
IFP Advisors
Florida
$95.4K +$20.2K +960 +27%
HGERS
418
Householder Group Estate & Retirement Specialist
Arizona
$85K +$294 +14 +0.3%
ACM
419
Anfield Capital Management
California
$84.3K +$21.3K +1,012 +34%
WP
420
WealthShield Partners
North Carolina
$78.3K +$252 +12 +0.3%
MIA
421
MeadowBrook Investment Advisors
Michigan
$76.1K -$3.05K -145 -4%
GJWM
422
Gilliland Jeter Wealth Management
Arkansas
$69.9K +$883 +42 +1%
HCM
423
Hollencrest Capital Management
California
$68.4K +$1.55K +74 +2%
MWM
424
MGB Wealth Management
Texas
$67.2K
CIAS
425
Capital Investment Advisory Services
North Carolina
$65.1K -$5.88K -280 -8%